How to add a new Building?

How to add a Building to the BuiltSpace Org

This guide provides a step-by-step walkthrough on how to add a new building to the BuiltSpace Org. By following these steps, you can ensure that all relevant details about each building are accurately recorded and efficiently managed.

Step 1: Navigate to the Assets Page

• Access to the Assets Page: Once logged in, locate and select the ‘Assets’ tab from the main navigation menu. Click on the Asset Upload tab.

Step 2: Initiate Building Addition

• Locate the Add Building Button: On the Assets Upload tab, click on the ‘Add Building’ button located on the top right.

Step 3: Enter Building Details

• • Fill Out the Building Form: A pop-up form will appear, requesting details about the new building. You will need to enter the following information:

    

  • Building Name: Enter the official name of the building. If building name is left blank, the address will be used.

  • Address: Provide the complete physical address of the building.

  • Description: Include a brief description of the building, noting any important features or relevant information.

  • Owner and/or Manager: Specify the name of the building's owner and/or the manager responsible for overseeing it.

• Option to Create a Customer Record: At the bottom of the form, there is a checkbox labeled ‘Create customer with this building’s address’. If you need to create a customer account with this building’s address, select this checkbox.

  

Step 4: Save the Building Information

• Review the Information: Double-check all the details you’ve entered to ensure accuracy and completeness.

• Click Save: Once you are satisfied with the information, click the ‘Save’ button to add the building to the Admin Portal.

Completion

• Confirmation: Upon saving, you should receive a confirmation notification indicating that the building has been successfully added.

• View Building : You can now upload assets to the building. Please find the steps here.

  • The building will also be available to view on the Service Twin App instantly. If you do not see it, please refresh your Organization data and it will be available.